Head of Financial Planning - Independent Financial Planner
During her almost 30 years in financial services, Suzanne has qualified as a Chartered and Certified Financial Planner, a Pension Transfer Specialist, and is also a Registered Life Planner with the Kinder Institute. Suzanne has comprehensive experience in all aspects of financial planning from retirement planning to specialist planning and enjoys working in niche areas where she firmly feels a focused and dedicated service is required.
Suzanne has developed her invaluable knowledge and expertise in financial planning having worked for a variety of practices since 1995, before becoming a founding Director of Heritage in 2006. She was introduced to Richard Dunbabin in 2020, and with their shared vision and values, the business is going from strength to strength under the Chester Rose brand.
Suzanne maintains a healthy work life balance and enjoys spending her downtime on family trips with her husband Jon and children Ben and Phoebe. She also enjoys keeping fit in the gym and lifting weights.